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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$758B
AUM Growth
+$77.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,057
New
Increased
Reduced
Closed

Top Buys

1 +$1.49B
2 +$1.3B
3 +$1.1B
4
W icon
Wayfair
W
+$1.05B
5
MSFT icon
Microsoft
MSFT
+$708M

Top Sells

1 +$6.83B
2 +$2.24B
3 +$1.48B
4
ISRG icon
Intuitive Surgical
ISRG
+$1.39B
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$1.23B

Sector Composition

1 Technology 20.1%
2 Healthcare 9.79%
3 Consumer Discretionary 9.12%
4 Communication Services 9.08%
5 Financials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
7051
$10K ﹤0.01%
501
+31
7052
$9K ﹤0.01%
600
7053
$9K ﹤0.01%
800
7054
$9K ﹤0.01%
2,000
7055
$9K ﹤0.01%
29
7056
$9K ﹤0.01%
3,160
-8,000
7057
$9K ﹤0.01%
50
-4
7058
$9K ﹤0.01%
150
-110
7059
$9K ﹤0.01%
+440
7060
$9K ﹤0.01%
358
7061
$9K ﹤0.01%
150
7062
$9K ﹤0.01%
+319
7063
$9K ﹤0.01%
+200
7064
$9K ﹤0.01%
500
7065
$9K ﹤0.01%
378
7066
$9K ﹤0.01%
200
7067
$9K ﹤0.01%
65
-1,933
7068
$9K ﹤0.01%
2,165
7069
$9K ﹤0.01%
2,038
+1,848
7070
$9K ﹤0.01%
770
-100
7071
$9K ﹤0.01%
215
+131
7072
$9K ﹤0.01%
154
7073
$9K ﹤0.01%
96
+90
7074
$9K ﹤0.01%
+930
7075
$9K ﹤0.01%
900